Individual Identity Verification

Individual Identity Verification
Screenshots from the online system | Updated March 5, 2021
Select “CPEO” from Organization dropdown

Select “Individual Identity Verification” from the Application dropdown.

Individual Identity Verification
Screenshots from the online system | Updated March 5, 2021
Screen which displays if a user has previously started an Individual Identity Verification on this account.
If the user has not previously begun this type of application, this screen will not display.

Gather Your Information screen

Individual Identity Verification
Screenshots from the online system | Updated March 5, 2021
Pre-screening Questions screen

Basic Information screen

Individual Identity Verification
Screenshots from the online system | Updated March 5, 2021
Tax Address screen

Tax Filing Details screen

Individual Identity Verification
Screenshots from the online system | Updated March 5, 2021
Review Your Information screen
(users may click the Edit button to jump to the screen to edit the information in that section)

Clicking “Submit” on the Review Your Information screen brings the user to the Jurat page

Individual Identity Verification
Screenshots from the online system | Updated March 5, 2021
Jurat screen

Screen that displays when the information in the Individual Identity Verification does not match IRS
records

Individual Identity Verification
Screenshots from the online system | Updated March 5, 2021
Screen that displays when the Individual Identity Verification matches IRS records and ID-proofing is
complete

Upon returning to the Main Menu, the user will see individual license information is now visible in the
My Information box.